The Joseph Carlson Show

Business EN ↓ 603 episodes

A show about stocks, money, and business news. Joseph transparently shares investing strategy with a million dollar stock portfolio.

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The Joseph Carlson Show

Episodes

Earnings Season Just Started, Here's What To Expect 14.07.2025 28:24

This video provides an overview of the upcoming earnings season, highlighting key companies that are reporting from Monday to Friday. The video discusses what to expect from the earnings calls of JP Morgan Chase, ASML, TSM (Taiwan Semiconductor Manufacturing Company), GE (General Electric), Netflix, and American Express. For each company, the speaker provides a brief analysis of their recent perfo...

I Just Bought $5,000 More Of This Compounding Machine 09.07.2025 27:59

00:00 Overview 01:00 Buying More Google Stock 13:34 Nvidia Hits 4 Trillion 14:22 Fundsmith Performance Review 18:50 FICO and VantageScore 20:40 Waymo TAM Expands 25:10 Sam Altman Interview

AI Judged My Portfolio, Here’s what it said. 07.07.2025 36:50

(00:00) Intro (01:00) AI Investment Analysis (21:00) Trump Tariffs Are Back (23:50) Musk Starts A Political Party (27:50) SharkNinja Innovation

I Invested $100,000 Into This Company Already, And I’m More Bullish Now Than Ever 01.07.2025 39:51

00:00 Overview 04:40 Portfolio Update 09:20 New Amazon Thesis 22:09 Tom Lee Believes Markets Will Go higher 25:00 Mark Mahaney, Google Is Top Pick 30:20 Meta Poaching AI Employees 34:51 Lululemon Sues Costco

I Keep Buying This Stock (I Bought More Today) 26.06.2025 30:29

00:00 Why I Keep Buying Equifax 08:10 The US Bombs Iran, What Now 13:30 Tesla Robotaxi Launch 23:38 Zuckerberg Recruiting AI Talent 27:10 Hims Down -30% 28:57 Amazon Satellite Project

The Most Undervalued Stocks In The Market 26.06.2025 44:36

00:00 Google 06:08 Meta 07:37 Nvidia 09:40 Spotify 12:00 Apple 15:10 Mastercard / Visa 18:00 Amazon 19:25 MSCI 21:14 Uber 24:00 ASML 26:20 Adobe 29:00 Intuit 31:00 Equifax 32:45 Netflix 34:14 Tesla 36:10 Palantir 38:08 Lululemon 40:10 AMD 41:20 Costco 42:17 Booking Holdings

My Investing Game Plan If The US Goes To War With Iran 18.06.2025 41:13

00:00 The US and Iran Situation 06:00 My Game Plan 13:50 Amazon CEO Says Fewer Employees 25:30 The Robotaxi Battle Heats Up 32:50 Sam Altman Microsoft & Meta Dispute

Ten AI Stocks To Buy Now 16.06.2025 37:39

00:00 Introduction 02:50 Focusing On AI 05:00 ASML 08:20 Meta 09:26 Amazon 12:28 Intuit 14:40 Nvidia 15:50 Salesforce 19:10 Microsoft 19:50 Google 22:00 Oracle 23:03 Palantir 24:40 Brad Gerstner AI Thoughts 33:36 Meta Buys AI Company 34:30 Disney Sues AI Company

Elon And Trump Break Up - What Happens Now 06.06.2025 41:46

00:00 Intro 01:30 Must & Trump Ending 33:56 Jobs Report 35:00 LULU Stock Crashes 37:00 Amazon Is Making Human Robots

The 5 Best Growth Stocks for Second Half Of 2025 02.06.2025 42:55

00:00 Introduction 01:30 Quatrim Plug 02:30 Portfolio Performance 08:00 Netflix Analysis 17:40 Amazon Analysis 26:51 Google Analysis 32:00 Microsoft Analysis 35:30 S&P Global Analysis 36:50 Meta Full AI Ads 40:40 Tom Lee Bull Market

Five Quality Stocks To Buy Now 27.05.2025 28:48

00:00 Intro 02:20 FICO 16:20 Salesforce 20:30 ASML 23:34 Amazon 25:22 Google

Google Just Declared War On ChatGPT 21.05.2025 35:00

00:00 intro 02:00 Google Declares War on ChatGPT 19:30 Elon Musk Robotaxi Interview 28:00 FICO Stock Price Falls 33:00 Klarna, The Fail Of The Week

United Health Group Stock Drops 50% As Moody’s Lowers US Credit Rating 19.05.2025 21:39

00:00 Intro 02:02 United Health Group 10:37 Moody's Downgrades US Govt Debt 17:02 GTA 6 CEO Interview 20:00 Police Officer vs Waymo

Super Investors Buys & Google CEO Answers Tough Questions 16.05.2025 51:24

00:00 intro 02:22 Bill Ackman 13f 08:40 Michael Burry 13f 13:38 Christopher Boomstran 13f 20:20 Dev Kantesaria 13f 22:56 Berkshire 13f 25:00 Chris Hohn 13f 26:10 Terry Smith 13f 28:00 Sundar Pichai Answers Tough Questions 45:00 Fail Of The Week: Financial Times on Sam Altmans Cooking

Elite Super Investor Explains How To Beat The Market 14.05.2025 42:25

00:00 intro 02:00 Chris Hohn History 20:30 Triple Front Partners 13f 22:30 Chuck Akre 13f 23:40 Josh Tarasoff 13f 24:40 Polen Capital 13f 27:36 AirBnb Midlife Crisis 35:40 Waymo Recalls 1,200 Cars

The US-China Trade Deal Explained 12.05.2025 31:31

00:00 intro 02:05 US-China Trade Deal 16:03 Biggest Fail Of The Year 21:13 Regulation of Pharma Prices 28:24 Why Is Microsoft Azure Growing So Fast

The Stock Market Is Now A Rocket Ship, According To Trump 09.05.2025 27:19

00:00 Intro 02:00 US and UK Trade Deal Analysis 07:30 Google Stock Struggles 15:20 Palantir Top Ten Tech Stock 22:50 Cathie Wood Tesla Prediction

Big Tech Just Saved The Stock Market 02.05.2025 35:48

00:00 Intro 02:21 Big Tech vs The Bears 07:00 Microsoft Earnings 14:00 Apple Earnings 17:46 Meta Earnings 22:58 Amazon Earning 29:40 Job Report 34:15: GTA 6 Delay

Why the Negative GDP Report Isn’t What It Seems 30.04.2025 31:47

00:00 Intro 02:00 Portfolio Overview 04:55 The Upcoming Recession 11:11 S&P Global Earnings 17:33 Visa Earnings 19:50 Booking Holdings Earnings 25:00 FICO Earnings 25:48 Spotify Earnings 26:46 Microsoft / Meta Upcoming Earnings 27:00 Amazon Upcoming Earnings

Big Tech is About To Save The Market 28.04.2025 36:56

00:00 Intro 03:00 S&P Gobal 08:22 Spotify 11:59 Visa / Mastercard 14:20 Booking Holdings 18:14 Microsoft 22:00 Meta 22:30 Amazon 34:15 Apple

Google Is The Next eBay, According To Analysts 25.04.2025 25:31

00:00 Intro 01:38 Google's Now eBay According To Analysts 19:31 Consumer Outlook Worsens 27:36 New Slate Truck

Stocks Are Going Crazy, Here’s Why 23.04.2025 22:34

00:00 Intro 01:00 Why Stocks Are Up 05:06 Why Tesla Surged 13:45 Equifax Earnings Reaction 18:52 Moody's Earnings Reaction 22:34 Portfolio Performance

Google And Tesla Earnings Prediction 21.04.2025 28:39

00:00 Intro 01:33 Google 09:15 Tesla 14:00 Moody's 15:00 Equifax 17:30 Chipotle 18:13 ServiceNow 21:09 Trump Firing Jay Powell 24:00 Netflix Earnings

The Most Chaotic Earnings Season Just Started 15.04.2025 29:39

Get ready for a packed week in the stock market as earnings season heats up. This video breaks down what to watch from major companies like ASML, TSM, and Netflix — from financial disclosures to key management insights. We dive into the broader earnings outlook, explore how slowing consumer demand and tariff uncertainty could shake up results, and analyze which stocks could move big. Plus: A surpr...

The Stock Market Goes Insane After Trump Tweet 09.04.2025 12:34

The video details how the stock market reacted positively to President Trump's revised tariff strategy, which involved increasing tariffs on China while reducing them for other nations. This market surge, reminiscent of the 2009 rebound under President Obama, saw significant gains for major tech companies. The presenter suggests that this market behavior aligns with previous predictions about...